iPad 2 shipments are likely to happen in April. Apple already having
finalized the iPad 2 design and specifications in February. It is also possible
that Apple will launch the iPad with an event in March. It is expected iPad
sales will increase significantly in 2011, benefiting from a major upgrade that
features a thinner and lighter design, along with cameras and FaceTime calling.
This iPad unit estimate for calendar first quarter is 5.1 million, which takes
into account seasonality after the holiday buying season and a potential lull
before iPad 2 ships in April. Estimated figure is 33.7 million for calendar year
2011 and 40 million for 2012.

Apple’s iPad 2 is expected to really scale the company’s sales.

The only wild-card here is Android tablets. So far, Android tablets still can’t
hang on price with Apple’s iPad. However, analysts say that Android tablets are
quickly going to be commoditized and that means prices are going to fall. When
unsubsidized Android tablets hit the $399 mark then you’ll see some competition
for Apple.